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All posts in Contacts

How to Post Comment or Record Notes for any Contact?

Watch the steps. (00:51 Secs) Or, follow the steps below: Logon to LegalXGen Go to Manage >> Contacts Search for any Contact on which you wish to post Notes/ Comments. Click on the Contact Name to View the details. On Contact Dashboard you’ll see a tab ‘Notes’ Click on it. . . . Read more

How to edit an existing contact?

Logon to your LegalXGen Account Go to Manage Contacts Search for the contact you wish to edit Click on name of the contact and click on edit. Do the changes you wish to do in the contact and click on Update contact Button. 

How to export contacts?

Logon to your LegalXGen Account Go to Manage  Contacts Select the appropriate filters to retrieve the contact information, then click ‘Export to Excel‘ to download the chosen contacts. 

How to merge contacts?

Logon to your LegalXGen account Go to Manage Contacts In the contacts search, select the contacts you want to merge, then click ‘Merge Contacts‘ icon. Select the contact to be merged with and Click ‘Merge‘ icon.                                . . . Read more